Cybersecurity & IT Solutions for Financial Services
CPA firms, RIAs, mortgage brokers, and lenders sit on exactly what attackers want: account numbers, tax documents, and the authority to move money. Most calls we get from financial firms start with a rule someone just learned applies to them, or with a wire that almost went out the door.
Bytagig builds and runs the security program these firms are required to have, then keeps the documentation current so an examiner, a carrier, or a client's due-diligence team gets a straight answer.
We deliver remote-first managed IT and cybersecurity backed by a 24/7 Security Operations Center, with certified field technicians dispatched when you need hands on-site.
15-minute first response
99% Customer Satisfaction
95%+ client retention
75+ businesses served
15+ technicians
Compliance Financial Firms Actually Deal With
These are the rules that bring firms to us, not the ones that sound impressive in a brochure.
SEC and FINRA expectations for advisers
Registered advisers and broker-dealers face examination on cybersecurity policies, incident response plans, vendor oversight, and books-and-records retention. We align your controls and produce the documentation your compliance consultant asks for.
PCI DSS
Any firm taking card payments is in scope. We handle network segmentation and the security controls that keep payment systems isolated from your general network.
Oregon and Washington breach notification law
Both states require notice to affected residents within set windows after discovery, with additional notice to the state Attorney General above a threshold. We build monitoring and incident response in so you know what happened, when, and who must be told.
Cyber insurance requirements
Carriers now underwrite on MFA, tested backups, endpoint detection, and email authentication. We close those gaps and help you answer the application accurately.
The Threat That Actually Hits Financial Firms: Wire Fraud
Ransomware gets the headlines. Business email compromise takes the money. An attacker sits quietly in a mailbox, learns how your firm talks about transfers, then sends a request that looks exactly right.
Email authentication that actually blocks spoofing
SPF, DKIM, and DMARC set to enforce, not monitor. Most firms have these records but leave them in a permissive mode that stops nothing.
Out-of-band verification for transfers
A documented callback procedure on a known number, trained into the staff who execute transfers. The control that works is a process, not a product.
Mailbox rule monitoring
Attackers hide their tracks with auto-forward and auto-delete rules. We alert on those the moment they appear.
Client portal security
Secure file exchange for tax documents and statements, so sensitive files never travel as email attachments.
Seasonal load
Tax season means temporary staff and long hours, which is exactly when mistakes happen. We manage onboarding and offboarding so access ends when the engagement does.
What Bytagig Delivers
Managed IT Services
24/7 monitoring, helpdesk, patching, and endpoint management, so issues are handled before your staff or patients notice.
Cybersecurity Services
EDR, MFA, email security, awareness training, penetration testing, and incident response, watched around the clock by our SOC.
Compliance
Assessments, remediation, and audit-ready documentation for HIPAA, CMMC 2.0, NIST 800-171, FTC Safeguards, and Washington MHMDA.
vCISO Services
Fractional security leadership for defense contractors and healthcare organizations that need a named security owner without a full-time hire.
Microsoft 365 and Cloud
M365 management, Azure, and GCC High for CMMC-scoped environments.
Backup and Disaster Recovery
Ransomware-resilient backups with tested, documented recovery.
Why Cybersecurity Matters in Financial Services
As a financial institution, you handle vast amounts of sensitive information, including personal client data, transaction records, and financial assets. This data is a valuable target for hackers, who are constantly evolving their tactics to breach your defenses. A single data breach can lead to severe financial losses, legal penalties, and irreparable damage to your reputation.
Our cybersecurity solutions are designed to protect your financial institution from these threats, providing you with peace of mind and allowing you to focus on what matters most—serving your clients.
Why choose bytagig?
Industry Expertise
With years of experience in the financial sector, we understand the unique challenges and requirements of financial institutions.
Customized Solutions
We don’t believe in one-size-fits-all. Our solutions are tailored to meet the specific needs of your financial institution.
Proactive Approach
We don’t just react to threats—we anticipate them. Our proactive approach to cybersecurity keeps your financial institution protected around the clock.
Trusted Partner
Join a growing list of financial institutions that trust Bytagig to keep their data safe and their operations running smoothly.
See What Others Are Saying on Google Reviews
Frequently Asked Questions
Does the FTC Safeguards Rule apply to my firm?
If you are a CPA firm, tax preparer, mortgage broker, auto dealer, investment adviser, or another non-bank financial institution, it very likely does. It applies regardless of size, though firms under 5,000 consumer records have reduced documentation requirements. We can confirm your status in a 15-minute call.
What does a written information security program have to include?
A designated qualified individual, a documented risk assessment, access controls, encryption, multi-factor authentication, secure development and disposal practices, vendor oversight, an incident response plan, and regular testing with written results. We build and maintain all of it.
How do we stop wire fraud?
Layered: email authentication set to enforce, mailbox rule alerting, a documented out-of-band callback for every transfer request, and staff training against real examples. No single control is enough on its own.
Do you have experience with examinations?
Yes. We maintain documentation continuously rather than assembling it under deadline, so access logs, activity records, and control evidence are ready when a compliance consultant or examiner asks.
Do you support our tax and practice software?
We work with the platforms financial firms in Oregon and Idaho run, including hosted and on-premise tax preparation, document management, and portfolio systems. Tell us your stack on the call.
What does managed IT cost for a financial firm?
Firms typically spend between $100 and $250 per user per month for a fully managed plan. Environments with FTC Safeguards or examination requirements tend toward the upper range because of the documentation involved. Call (833) 465-5913 for a specific estimate.
Talk to Bytagig
A wire fraud loss or a failed examination costs more than most firms expect, and both are largely preventable. Schedule a free 15-minute call at (833) 465-5913 and we will tell you where you stand.